Pension Administrator

• Logging and monitoring annual scheme budgets
• Processing invoices and maintaining accurate financial records
• Updating master spreadsheets, registers, compliance checklists and governance systems
• Managing Trustee diaries and scheduling meetings
• Coordinating travel arrangements and expenses
• Handling incoming and outgoing post and ensuring appropriate follow-up
• Answering incoming calls and providing support when Trustees are unavailable
• Maintaining a professional approach to all client-related communication
• Preparing agendas, collating meeting papers, and issuing meeting packs
• Confirming venue arrangements
• Creating meeting minutes templates
• Updating action logs and issuing follow-ups to providers
• Completing quarterly tasks ahead of Trustee meetings
• Creating meetings and managing document uploads to online portals
• Liaising with providers to confirm meeting dates, track actions and ensure timely submission of papers
• Monitoring regular correspondence from scheme providers and industry bodies

• Previous PA, secretarial or administrative experience
• GCSE English and Maths (Grade C/4 or above) or equivalent
• Strong proficiency in Microsoft Office: Excel (intermediate to advanced), Word (intermediate to advanced), Outlook (intermediate to advanced), PowerPoint (basic)
• A professional and responsible approach to all client-related matters
• Enthusiasm, proactivity and strong use of initiative
• Excellent organisational skills with the ability to think ahead
• The ability to manage multiple tasks and prioritise effectively
• A collaborative, flexible team mindset
• Exceptional attention to detail and a process-driven approach
• The ability to deliver accurate work within agreed deadlines
• Strong written and verbal communication skills
• Confident interpersonal skills and a professional telephone manner

Experience in pensions administration or an understanding of trusteeship is beneficial but not essential